Code Combination Aliases

Account Code Combination Aliases are values you define as synonym for an account code combination. You can define a text and assign a full or partial code combination to that string.

Define and maintain aliases

Accounting Aliases are defined and maintained in the Maintain Accounting Aliases window. The window is accessed from the Options menu in the Task Details window.

1. Open the Maintain Accounting Aliases window.
2. Click Create alias.
3. Define the Alias name. The alias name is used when you apply the alias to an invoice line.
4. Give the Alias an Alias description.
5. Select the account code combination in Alias segments. The field auto-suggest combinations based on your input. The defined string is applied when you apply the alias name to an invoice line.
6. Click the Save button to save you changes.

To define aliases for project code combination, click Change to project. You can edit aliases by performing changes and clicking Save. You can delete an alias by clicking the Delete icon on the appropriate line.

Apply an aliases to an invoice line

Accounting Aliases are applied in either the Accounting pop-up or the Project Accounting pop-up. Click the Accounting pop-up button to access the pop-up.

1. In the Accounting pop-up, expand the Aliases segment.
2. Select an Alias name in the Apply Alias menu.
3. The account code combination string is applied to the line.
4. Remember to Save your changes.
5. Continue with standard accounting procedure or use multiaccounting to apply the code combination to multiple lines.